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Golden State Wealth Management’s National Beverage FIZZ Stock Holding History

Golden State Wealth Management’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$9K – 314
2021
Q2 		$9K Buy
+200
New +$9.7K ﹤0.01% 302

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Golden State Wealth Management's FIZZ Position: Q2 2026 in Review

Golden State Wealth Management held its National Beverage (FIZZ) position steady in Q2 2026 at 42 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Golden State Wealth Management first reported a position in FIZZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $40K in Q1 2019. 99 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • Golden State Wealth Management held 42 shares of National Beverage worth $1.31K as of Q2 2026.
  • Golden State Wealth Management left its National Beverage share count unchanged in Q2 2026.
  • National Beverage made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1453 holding.
  • Golden State Wealth Management first reported a position in National Beverage in Q1 2019 and has held it in 9 quarters since.
  • Golden State Wealth Management's National Beverage position peaked at $40K in Q1 2019.
  • 99 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.